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  • Posted: Aug 1, 2022
    Deadline: Not specified
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  • Absa Bank Limited (Absa) is a wholly owned subsidiary of Barclays Africa Group Limited. Absa offers personal and business banking, credit cards, corporate and investment banking, wealth and investment management as well as bancassurance.
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    Sales Consultant

    Job Summary

    The main objective being to meet 100%achievement on all tasks at hand i.e., sales 3M MTD ,100% YTD, retaining the inforce book 100%, I have not met the minimum requirement on MTD or YTD expectation though I have been on an improvement curve being at 70% and above on both accounts. On maintenance of the inforce book I have taken a personal responsibility to effect collection daily.

    Job Description

    • Complaints and Queries handling: Ensure complaints are well documented, logged, tracked and resolved/escalated within stipulated timelines-
    • Track and resolve all issues within your branches – (keep a file/ portfolio of evidence detailing resolution or escalation where applicable)
    • Enable customer satisfaction by addressing complaints efficiently and effectively to meet TAT (48hrs).
    • Make monthly follow up calls to customers with policies with arrears.
    • Ensure all policy documents are delivered within SLA and that copies of acknowledgements are held.
    • Make   monthly follow up calls to customers with policies with arrears and document feedback
    • Make   weekly follow up calls to customers whose policies have been RTS’d and document feedback
    • Ensure a minimum of 20 customers are called back daily during the call back campaigns or as stipulated
    • Work closely with members of your teams to deliver outstanding monthly performance (above 3Mn premium)., client and colleague satisfaction
    • Work closely with ABKE distribution channel to ensure seamless operations with ABIA and ALAK by attending morning huddles, campaign meetings and activations within your branches.
    • Drive the current insurance themes/ agenda during morning huddles on a weekly basis across respective clusters.
    • Ensure you attend a minimum of 3 morning huddles on a weekly basis (*sign visitors book for record).
    • Promote cluster-based incentives and sales campaigns to drive sales volumes and value.
    • Contribute to an environment of mutual support by sharing knowledge with other colleagues on day-to-day activities.
    • To be a team player.
    • Support ABKE in achieving its budget for 2020 through provision of technical & sales support, training/capacity development.
    • Enable customer satisfaction by Tracking and resolving all issues within your branches as per the stipulated TAT (48Hrs)– (keep a file/ portfolio of evidence detailing resolution or escalation where applicable)
    • Work closely with other members of the team to deliver outstanding performance, client and colleague satisfaction.
    • Determine and analyse development needs for the team and ensure that identified training requirements are budgeted for and executed
    • Contribute to an environment of mutual support by sharing knowledge with other colleagues on day-to-day activities
    • Drive the current insurance themes/ agenda during morning huddles on a weekly basis across respective clusters
    • Attend regular meetings with the line manager(s) in order to determine business requirements and to address any problems and / or compliments with regards to ALAK and plan solutions / incentives
    • Attend regular ABKE sales Management meetings in order to provide feedback on the performance of ALAK consultants and present recommendations and solutions to increase sales and address issues
    • Work closely with the ABKE Regional Managers, and Regional Sales Managers & Relationship Managers to ensure ALAK objectives are met.
    • Create effective workforce and recruitment demand plans to ensure that current and future business requirements can be met.
    • Allocate duties to team members in order to achieve business targets including prioritization and work schedules
    • Ensure that each colleague has SMART objectives, formally reviewed twice a year & provide continuous performance feedback to team members through the year.
    • Support ABKE in achieving its budget for 2021 through provision of technical & sales support, training/capacity development.
    • Participate in the “Make a Difference Day”
    • To identify a community and do a needs analysis to donate and give back
    • Identify and present to management social events that may contribute to CSI and actively participate in ABSA CSI
    • Organize and participate in social activities.
    • Submit weekly plans every week by CoB Friday.
    • Submit sales / call reports by CoB Friday.
    • Be accountable to and own all performance objectives set
    • Receive and provide feedback during monthly line manager one-on-one sessions, team meetings and other communication channels
    • Report all fraud and other incidents that negatively affect the company
    • Provide forward looking detailed weekly sales plans by COB every Friday (Incorporate projected sales volumes & values – for retail and group business). The plans should include previous week’s achievements report– (update sales trackers per branch, call reports for client visits and activations)
    • Provide end of day sales update VIA WhatsApp and or Email to line manager by close of business daily (latest 9am next working day)
    • Attend regular meetings with your line manager in order to determine business requirements and to address any problems and / or compliments with regards to ALAK and plan solutions / incentives (evidence required in the form of minutes)
    • Have regular meetings with your respective team members (once a week) in order to determine business requirements and to address any problems and / or compliments with regards to ALAK and plan solutions / incentives (evidence required in the form of minutes)
    • Be accountable to and own all performance objectives set
    • Receive and provide feedback during scheduled line manager one-on-one sessions, team meetings and other communication channels
    • Report all fraud and other incidents that negatively affect the company.
    • Provide forward looking detailed weekly sales plans by COB every Friday (Incorporate projected sales volumes & values). The plans should include previous week’s achievements report– (update sales trackers per branch, call reports for client visits and activations)
    • Report all fraud and other incidents that negatively affect the company.
    • Achieve a minimum monthly premium income of 3,000,000/=  in new business per month through cross selling to the existing ABK portfolio
    • The above target includes the Ultimate Protector product with a minimum premium of Kes. 500,000 monthly.
    • Achievement of sales targets for each branch in your region as per their performance objectives.
    • Provide forward looking detailed weekly sales plans by COB every Friday (Incorporate projected sales volumes & values - for retail and group business)
    • Provide previous week’s achievements report– (update sales trackers per branch, call reports for client visits and activations)
    • Provide previous day sales update VIA WhatsApp and or Email to line manager by 9am daily
    • Attend regular meetings with the line managers in order to determine business requirements and to address any problems and / or compliments with regards to ALAK and plan solutions / incentives
    • Work closely with the branch managers to ensure effective e2e management of the branch team insurance sales process.
    • Identify individual team members learning needs, facilitate training attendance and execution of the learning plan.
    • Each direct report should achieve a minimum monthly premium income of 3,000,000/= (Kes. 36M per agent/year) in new business per month through cross selling to the existing ABKE portfolio
    • Achievement of sales targets for each branch in your region as per their performance objectives.
    • Work closely with the branch managers to ensure effective E2E management of the branch team insurance sales process.
    • Identify individual team members learning needs, facilitate training attendance and execution of the learning plan.
    • Have an activation rate of > 70% of sales staff/ABKE Teams.

    Learning and Development

    • Responsible to track non training learning deliverables with individual team members.
    • New Absa Values and Behaviours
    • Ensure to incorporate the Values and Behaviours into your daily activities.
    • HR Governance and Controls
    • Ensure that TCF principles are adhered to.
    • Ensure no cases of misselling to customers

    Closing: 2 August 2022

    Method of Application

    Interested and qualified? Go to Absa Bank Limited on absa.wd3.myworkdayjobs.com to apply

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